Investing Like Founders
Explore the unconventional approach of constructing a portfolio by starting with a 100% weighting, as founders do. The discussion highlights the missed opportunities, like investing fully in Amazon during the 2008 financial crisis, and emphasizes the importance of understanding customer incentives and market dynamics. By contrasting Amazon's resilience with traditional retailers, the insights reveal how psychological misjudgments can cloud investment decisions.In this clip
From this podcast
Founders
#365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters to Partners
Related Questions
What gives Amazon a unique advantage as discussed in the episode #365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters to Partners and the clip Amazon's Growth Potential?
What gives Amazon a unique advantage in the episode Investing is a Game of Relative, Not Absolute Skill (EP.02) and the clip Amazon's Retail Revolution?
What was Amazon's unique business model as discussed in the episode Understand Startup Economics Better Than Most VCs! and the clip Revenue vs. Growth?